Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.616 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49368.05 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43434.66 Kr¶
PnL: ---------------------------------------> -1440.92 Kr¶
DD now: ---------------------------------> -7.064 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 17:15:23.555367'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -1.480000 | 1524.910000 | 101.910000 | 7.160000 | 1423.000014 |
| Hennes & Mauritz B | 6 | 1.770000 | 933.120000 | 21.120000 | 2.320000 | 912.000000 |
| Nederman Holding | 1 | 1.460000 | 209.000000 | 10.000000 | 5.030000 | 199.000000 |
| JM | 7 | 2.560000 | 954.800000 | 4.800000 | 0.510000 | 950.000002 |
| INVISIO | 15 | 0.000000 | 3570.000000 | -2.000000 | -0.060000 | 3571.999995 |
| Atrium Ljungberg B | 5 | -0.500000 | 899.000000 | -5.000000 | -0.550000 | 904.000000 |
| Eastnine | 6 | -0.730000 | 650.400000 | -6.600000 | -1.000000 | 657.000000 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| ASSA ABLOY B | 4 | -0.530000 | 983.600000 | -9.400000 | -0.950000 | 993.000000 |
| BioGaia B | 8 | -1.150000 | 890.400000 | -13.600000 | -1.500000 | 904.000000 |
| Bufab | 3 | 0.340000 | 1062.000000 | -14.000000 | -1.300000 | 1076.000001 |
| Biotage | 1 | -1.430000 | 131.100000 | -17.900000 | -12.010000 | 149.000000 |
| Creaspac SPAC | 40 | -0.100000 | 3812.000000 | -22.000000 | -0.570000 | 3834.000000 |
| AcadeMedia | 20 | -1.200000 | 954.400000 | -23.600000 | -2.410000 | 978.000000 |
| OX2 | 12 | -0.740000 | 884.400000 | -24.600000 | -2.710000 | 909.000000 |
| Vitrolife | 3 | -0.910000 | 652.200000 | -24.800000 | -3.660000 | 677.000001 |
| Alimak Group | 12 | -0.370000 | 979.200000 | -27.800000 | -2.760000 | 1007.000004 |
| Hexatronic Group | 15 | 0.090000 | 1042.200000 | -28.800000 | -2.690000 | 1071.000000 |
| Investor B | 3 | -0.380000 | 626.400000 | -31.600000 | -4.800000 | 657.999999 |
| Latour B | 4 | -0.770000 | 823.200000 | -32.800000 | -3.830000 | 856.000000 |
| Sandvik | 4 | -0.830000 | 815.200000 | -32.800000 | -3.870000 | 848.000000 |
| Addnode Group B | 7 | -0.640000 | 867.300000 | -37.700000 | -4.170000 | 904.999998 |
| EQT | 4 | 0.920000 | 835.200000 | -37.800000 | -4.330000 | 873.000000 |
| Platzer Fastigheter Holding B | 12 | 0.400000 | 913.200000 | -37.800000 | -3.970000 | 951.000000 |
| Hoist Finance | 36 | -0.920000 | 972.000000 | -39.000000 | -3.860000 | 1010.999988 |
| Vitec Software Group B | 2 | -1.020000 | 1065.000000 | -39.000000 | -3.530000 | 1104.000000 |
| Byggmax Group | 33 | -0.710000 | 927.960000 | -39.040000 | -4.040000 | 966.999990 |
| SKF B | 5 | -0.480000 | 940.000000 | -40.000000 | -4.080000 | 980.000000 |
| Sagax B | 4 | -1.360000 | 844.000000 | -41.000000 | -4.630000 | 885.000000 |
| Gränges | 10 | -2.160000 | 997.000000 | -42.000000 | -4.040000 | 1039.000000 |
| Sagax A | 4 | -0.470000 | 844.000000 | -42.000000 | -4.740000 | 886.000000 |
| Catena | 2 | -0.100000 | 762.000000 | -44.000000 | -5.460000 | 806.000000 |
| HEXPOL B | 8 | 0.810000 | 894.400000 | -62.600000 | -6.540000 | 957.000000 |
| Orrön Energy | 170 | -2.020000 | 1935.450000 | -110.550000 | -5.400000 | 2045.999980 |
| Hexagon B | 26 | -0.930000 | 3307.200000 | -112.800000 | -3.300000 | 3420.000012 |
| VEF | 788 | -0.180000 | 1765.120000 | -137.880000 | -7.250000 | 1903.000300 |
| Sedana Medical | 93 | 1.310000 | 2594.700000 | -388.880000 | -13.030000 | 2983.577733 |
| TOTAL | 43434.660000 | -1440.920000 | -7.06377% | 44875.578016 |
Updated:¶
'2023-06-22 17:15:40.299067'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
